See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,340 | $89,753+19.6% | $107,525-0.2% | $84,808+26.6% |
| Participation rate | 90.9% | 68.1%+22.8pp | 75.1%+15.8pp | 68.3%+22.6pp |
| Annual return | 19.96% | 29.48%-9.5pp | 181.32%-161.4pp | 40.90%-20.9pp |
| Employer contribution / active EE | $9,976 | $3,113+220.4% | $3,754+165.8% | $2,631+279.2% |
| Participant deferral / active EE | $3,484 | $4,056-14.1% | $5,116-31.9% | $4,212-17.3% |
| Admin fee / account holder | $1,609 | $7,222-77.7% | $8,919-82.0% | $7,344-78.1% |